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Administrative Assistant

Phillip M. Edwards Financial Group LLC
Urbana, OH Full Time
POSTED ON 1/6/2025
AVAILABLE BEFORE 2/28/2025

Job Overview
We are seeking an Administrative Assistant for a small local financial planning firm. The ideal candidate will play a crucial role in supporting daily operations, ensuring efficient office management, and providing excellent customer service. This position requires strong communication skills, attention to detail, and the ability to handle multiple tasks in a fast-paced environment. This position can be part time or full time. We are willing be flexible with the amount of hours and days worked.

Responsibilities

  • Manage front desk operations, including greeting visitors and handling incoming calls with professionalism and courtesy.
  • Utilize phone systems effectively to assist with inquiries
  • Perform data entry tasks accurately and efficiently, maintaining organized records.
  • Assist in office management duties such as scheduling appointments, maintaining office supplies, and coordinating meetings.
  • Utilize Google Suite for document creation, data management, and communication purposes.
  • Maintain confidentiality of sensitive information while managing clerical tasks.
  • Foster a positive customer service experience by addressing client needs promptly and professionally.

Experience

  • Previous experience in an administrative role or office management is preferred but not required.
  • Proficiency in Microsoft Office applications (Word, Excel, etc.) is essential.
  • Strong phone etiquette and familiarity with phone systems are necessary for effective communication.
  • Experience in customer service or clerical work will be considered an asset.
  • Excellent organizational skills with the ability to prioritize tasks effectively.
  • A proactive attitude towards problem-solving and the ability to work independently

If you are looking for an opportunity to contribute to a dynamic team while developing your administrative skills, we encourage you to apply for this position!

Job Types: Full-time, Part-time

Pay: $18.00 - $22.00 per hour

Expected hours: 20 – 40 per week

Schedule:

  • 4 hour shift
  • 8 hour shift
  • Day shift
  • Monday to Friday
  • Morning shift

Ability to Commute:

  • Urbana, OH 43078 (Required)

Work Location: In person

Salary : $18 - $22

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